Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Hope this is the appropriate place for this question.

I was working on my taxes in Turbotax this past Saturday, and it imported my last year's info.

I have a mutual fund that in previous years I got 1099-DIV forms on, but there wasn't one in my file folder for 2010. This means that I either:

1. Didn't get one
2. Got it and misfiled it/lost it/cat ate it

I went onto their website, and it really sucked because there was no way to see tax info, download it, etc. I tried a phone call but of course they didn't have service hours on Saturday.

I later found a 2010 qualified dividend chart online that says they issued 0.0110 per share for this particular fund, and I did manage to find my December statement that showed a dividend reinvestment of a whopping $1.45 for my shares.

So I'm guessing that maybe that wasn't significant enough to trigger a 1099-DIV being sent out? Is there a lower limit where they don't issue one?

Can I just assume that I didn't get the 1099-DIV? And thus do I not report it? Or should I assume I lost the form and just go ahead and report the $1.45? For such a tiny sum I'm sure it won't make a big impact either way financially, but I still would like things to be correct.

Thanks,

Jennlee
Print the post  

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.